Flowtax turns client uploads into organized, review-ready work so your team spends time on judgment and review, not sorting, renaming, and chasing documents.
ISO Certified | SOC 2 Type II Certified
1) Client Relationship: Yours
Your brand, your pricing, your client communication—always.
2) US Tax Prep & Filing: Ours
We handle preparation, review, and filing using an AI-assisted workflow for faster turnaround and fewer misses.
3) CPA Review (Optional)
Need sign-off? Partner CPAs can review and sign where required.
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Solo Tax Practitioners
Freelance CAs, CPAs & EAs handling US returns
Stop chasing documents across email, WhatsApp, and Drive. Automate client collection and follow-ups so you can file more returns without burning out. Freelance CAs, CPAs & EAs handling US returns
Small Tax Firms
Teams of 2–20 serving US individuals & businesses
Coordinate your team without the chaos. One platform to collect documents, track client progress, and eliminate the back-and-forth—especially during crunch season.
India-Based US Tax Specialists
CAs & EAs serving US clients remotely
Built for cross-border tax pros. Collect documents seamlessly from US clients, manage timezone gaps, and spend less time on follow-ups—more time on filings.
High-Volume Tax Practices
Firms filing 1,000+ US returns annually
Scale your capacity without scaling your headcount. Process thousands of 1040s, 1065s, and 1120s with automated workflows that cut manual effort dramatically.
Individual Returns (1040s)
AI matches and fills data from W-2s, 1099s, and brokerage statements — even complex, high-net-worth clients.
Business Returns (1065, 1120, 1120S)
Upload trial balances and ledgers — AI prepares reconciled drafts ready for review.
Business Returns (1065, 1120, 1120S)
Upload trial balances and ledgers — AI prepares reconciled drafts ready for review.
The firms that thrive next year won’t just work faster — they’ll work smarter. Be among the first to experience how AI can reimagine your entire tax workflow.
